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<h3>Job Description</h3>
Job Description
Licensed Residential Service Technicians – Electrical, HVAC, Plumbers, and Drain
Norwood, MA
Sponsored by Peakzi — identifying the best technicians.
Overview
We’re partnering with the most respected home service companies to grow their team of licensed residential service professionals — including Electricians, Plumbers, HVAC Technicians, and Drain/Sewer Specialists.
If you take pride in your craft, value customer relationships, and want to join a high-performing team with strong growth opportunities, this is your next step.

The Role
As a Residential Service Technician, you’ll work directly with homeowners to diagnose, repair, and install systems in your trade area — delivering top-quality workmanship and five-star customer service every time.
You’ll join a professional environment where your technical expertise, communication, and care for customers make an impact every day.

Responsibilities:
<ul>
<li>
Diagnose, repair, and maintain residential systems (electrical, plumbing, HVAC, or drains).
</li>
<li>
Perform installations, replacements, and upgrades — from panels and wiring to water heaters, filtration systems, and HVAC units.
</li>
<li>
Deliver clear, professional communication with customers — explain findings, provide options, and ensure satisfaction.
</li>
<li>
Maintain safety and code compliance at all times (OSHA, NEC, IPC, etc.).
</li>
<li>
Work collaboratively with dispatch, management, and teammates for seamless service delivery.
</li>
<li>
Maintain your company-provided vehicle, tools, and workspace to a professional standard.
</li>
<li>
Participate in ongoing technical and leadership training.
</li>
</ul>

Qualifications
Required:
<ul>
<li>
Active state trade license (Journeyman/Master Electrician, Plumber, HVAC Technician, or equivalent).
</li>
<li>
Minimum 2+ years of residential service experience.
</li>
<li>
Valid driver’s license and clean driving record.
</li>
<li>
Ability to lift 50+ lbs, climb ladders, and work in crawlspaces or attics.
</li>
<li>
Strong customer service and problem-solving skills.
</li>
</ul>
Preferred:
<ul>
<li>
OSHA 10 or 30 Certification.
</li>
<li>
Leadership or mentoring experience.
</li>
<li>
Familiarity with dispatch systems or digital service platforms.
</li>
</ul>

What’s Offered:
<ul>
<li>
Competitive pay structure with performance bonuses.
</li>
<li>
Company vehicle, uniforms, and tools provided.
</li>
<li>
Year-round, full-time work — no seasonal layoffs.
</li>
<li>
Health, dental, and vision insurance options.
</li>
<li>
Paid time off, holidays, and 401(k) matching.
</li>
<li>
Career growth opportunities with technical and leadership training.
</li>
</ul>

About Peakzi
Peakzi partners with leading home service companies to identify and connect top-tier technicians who embody professionalism, reliability, and skill. Our mission is to match great talent with great teams — helping the trades grow stronger through AI-driven insights and human connection.

Licensed Residential Service Technicians Electrical, HVAC, Plumbers, Drain

<h3>Job Description</h3>
Job DescriptionRole Overview
Our client is seeking an Operations Technician to support the continuous operation and maintenance of a critical high-voltage direct current (HVDC) transmission system. This role provides round-the-clock system monitoring and operational support for multiple facilities, including a central operations center and two remote converter stations in the Northeast. Reporting to Operations leadership, this position plays an essential role in ensuring system availability, safety, and reliability.
This opportunity is ideal for a technically minded professional who thrives in a control-room environment, is comfortable working non-traditional schedules, and enjoys solving real-time operational challenges in a mission-critical infrastructure setting.
Primary Responsibilities
<ul>
<li>
Work rotating 12-hour shifts covering days, nights, weekends, and holidays to support continuous operations
</li>
<li>
Provide backup coverage for on-call responsibilities, including emergency or short-notice support
</li>
<li>
Monitor HVDC system performance and availability, including standby and idle operating states
</li>
<li>
Execute remote switching activities, apply ramp-rate calculations, and carry out approved operating instructions
</li>
<li>
Acknowledge alarms, manage operations-related communications, and dispatch maintenance personnel as needed
</li>
<li>
Serve as a key point of contact with regional system operators, internal technical staff, and management teams
</li>
<li>
Maintain detailed operational records, including logs, outage reports, disturbance documentation, and equipment failure summaries
</li>
<li>
Support maintenance and troubleshooting efforts during both scheduled and unplanned outages at converter station facilities
</li>
<li>
Assist engineering teams with operations-focused technical tasks, such as reviewing equipment designs, developing specifications, and sourcing materials
</li>
</ul>
Additional Expectations
<ul>
<li>
Approach daily responsibilities with a system-level mindset, understanding how individual actions affect overall performance
</li>
<li>
Proactively identify opportunities to improve reliability, efficiency, and operational procedures
</li>
<li>
Perform additional duties as assigned to support evolving operational and business needs
</li>
</ul>
Required Qualifications
<ul>
<li>
Associates or Bachelors degree in Electrical Engineering, Engineering Technology, or a related technical discipline
</li>
<li>
Strong technical curiosity with the ability to learn, analyze, and understand complex electrical systems
</li>
<li>
Practical, adaptable problem-solving approach with a focus on safety and reliability
</li>
<li>
Excellent organizational skills and the ability to manage competing priorities
</li>
<li>
Strong written and verbal communication skills; solid mathematical aptitude
</li>
<li>
Proficiency in Microsoft Office; experience with SCADA systems, control systems, or engineering analysis tools preferred
</li>
<li>
Willingness and ability to work rotating shifts, including nights, weekends, and holidays
</li>
<li>
Demonstrated commitment to safe work practices and familiarity with OSHA and NESC standards
</li>
<li>
Foundational knowledge of electric utility operations and high-voltage transmission systems
</li>
<li>
General awareness of applicable federal, state, and local transmission regulations
</li>
<li>
Willingness to complete extensive internal training and obtain required industry certifications (e.g., NERC, ISO equivalents), including passing examinations and maintaining credentials
</li>
<li>
Must be authorized to work in the United States (U.S. Citizen or Permanent Resident)
</li>
</ul>
Travel &amp; Scheduling Requirements
<ul>
<li>
Valid drivers license required
</li>
<li>
Ability to travel to converter station sites on short notice
</li>
<li>
Flexibility to adjust work hours based on operational demands
</li>
</ul>
 
Salary: $100,000 - $120,000

Engineering Technician

<h3>Job Description</h3>
Job Description
Whats in it for you: We are looking for technical experts to join our team in an immediate opening. This role offers the opportunity to lead the production lifecycle of high-complexity components, ensuring engineering designs are successfully transformed into physical products. You will work in an environment that values precision, technical growth, and provides the tools necessary to manage sophisticated machining and assembly projects from start to finish.
Responsibilities include:
<ul>
<li>Technical Analysis: Evaluate engineering drawings, customer PO requirements, and technical specifications to determine the most cost-effective production methods.</li>
<li>Documentation &amp; Tooling: Design and develop detailed operation sheets, work instructions, and specialized tooling or fixtures to support production.</li>
<li>Quality Assurance: Interpret and apply customer quality standards and inspection requirements, ensuring all GD&amp;T specifications are met.</li>
<li>Continuous Improvement: Identify opportunities for process optimization to reduce cycle times, minimize waste, and improve part consistency.</li>
<li>Troubleshooting: Provide real-time technical support on the shop floor to resolve machining issues or assembly bottlenecks.</li>
<li>Vendor Liaison: Coordinate with outside service providers for specialized processes such as heat treating, plating, or coating to ensure compliance with engineering specs.</li>
</ul>
Skills/Qualifications:
<ul>
<li>Must have a comprehensive understanding of CAD and working with CAD drawings. Autodesk products a plus. </li>
<li>Must have min 5 years experience as manufacturing engineer, CNC programmer, or estimator. </li>
<li>Experience with engineering drawings, specifications, GD&amp;T, and close tolerance manufacturing processes.</li>
<li>Bachelor's degree in engineering required</li>
</ul>
Compensation &amp; Benefits:
<ul>
<li>Competitive Pay: Compensation is determined by candidate experience, education, certifications, and specific job-related skills.</li>
<li>Comprehensive Benefits: Includes premium health insurance (medical, dental, vision) and eligibility for an incentive recognition bonus program.</li>
<li>Growth: Access to training and development to expand your technical certifications.</li>
</ul>
Apply Today! Ready to take the next step in your manufacturing career? Join a team that values technical expertise!
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, or veteran status.

Manufacturing Engineer

<h3>Job Description</h3>
Job Description
Experienced Software Engineer
Our client is on crypto’s cutting edge technology, and we’re looking for the right engineers to join them. This is a remote position for any US candidate. 
Our client's Blockchain Distribution Network (BDN) allows DeFi (Decentralized Finance) traders to make better trades by being better connected. The key difference is that in the decentralized world of DeFi, you need to be connected to everyone.

Responsibilities
As a member of an agile engineering team, you will help design, implement, test and deploy new features in very short cycles to an always-on critical-path infrastructure.
Requirements
<ul>
<li>4+ years of backend SW development</li>
<li>Experience using Go (Golang)</li>
<li>Creative, independent, and hardworking</li>
</ul>
Bonus Qualifications
<ul>
<li>Experience building arb-bots, liquidations-bots, wallets, and similar crypto products</li>
<li>Experience running ETH nodes</li>
<li>Experience modifying node codebase</li>
<li>Experience in automated crypto trading and DeFi</li>
</ul>
Great compensation package.If you think you fit the role please apply to join the blockchain journey.

Backend Developer Remote (Blockchain-DeFi)

<h3>Job Description</h3>
Job Description
Join Dribbler Soccer: Transform Your Passion for Soccer Into a Rewarding Career! 
Dribbler Soccer is a leading name in private soccer training across the United States. We’re expanding our team and looking for professional and experienced private soccer trainers to conduct lessons for players of all ages. As part of our team, you’ll travel to local parks, soccer fields, or directly to clients’ locations in your area.
Work within your community and neighboring cities! Dribbler provides the clients, and you have the flexibility to set your own schedule. With the ability to choose your clients and receive payment within 24 hours post-lesson, Dribbler offers an unparalleled opportunity in the world of soccer training.
 About Dribbler Soccer
Dribbler is a national private soccer training company serving clients in major cities across the U.S. Founded with the mission of redefining private soccer training, we take pride in delivering a personalized and professional approach that caters to players of all ages and skill levels.
Our trainers don’t just teach—they inspire. With deep knowledge and a passion for soccer, they design training plans tailored to each player’s unique goals and playing style. From beginners to seasoned players, Dribbler is dedicated to helping individuals grow their skills and confidence on the field.
We quickly connect players with the best personalized, professional, and effective soccer training in their area. Supported by our dedicated team, trainers enjoy a seamless, fulfilling experience while earning some of the highest wages in the industry.
 Trainer Responsibilities
<ul>
<li>
Conduct private (1-on-1) and group soccer lessons.
</li>
<li>
Schedule lessons flexibly to suit your and the client’s availability.
</li>
<li>
Travel safely to and from clients’ preferred training locations.
</li>
<li>
Create custom lesson plans tailored to each player’s abilities and goals.
</li>
<li>
Assess players’ skills, track progress, and adapt lessons to fit their needs.
</li>
<li>
Provide the equipment needed to have a successful lesson.
</li>
<li>
Deliver a comprehensive, enjoyable, and engaging learning experience.
</li>
<li>
Ensure the safety of all players during training sessions.
</li>
<li>
Communicate effectively with parents, clients, or caregivers about player progress.
</li>
</ul>
 What to Expect with Dribbler
<ul>
<li>
Set Your Own Schedule: Work when it’s convenient for you.
</li>
<li>
Travel Locally: Decide your travel radius for client locations within your area.
</li>
<li>
Fast Payment: Payments issued within 24 hours post-lesson via PayPal or another method.
</li>
<li>
Choose Your Clients: Flexibility to accept or decline client offers.
</li>
<li>
Regular Client Opportunities: Receive multiple offers regularly based on your area and availability.
</li>
<li>
Direct Communication: Stay in touch with clients and the Dribbler support team for a smooth experience.
</li>
<li>
Quick Hiring Process: Start within 24-48 hours post-interview, depending on onboarding completion.
</li>
<li>
General Liability Insurance Coverage: Dribbler will add you to our general liability insurance policy at no cost to you. This ensures you’re protected while conducting lessons and reinforces our commitment to creating a secure and professional environment for both trainers and clients.
</li>
</ul>
 Payment Details
Payments are issued within 24 hours post-lesson. Detailed payment information will be shared during the application process.
<ul>
<li>
1 Hour Lessons: ($35-$50 Per Lesson)
</li>
</ul>
 Required Job Specifications
<ul>
<li>
Minimum of 2 years of professional experience coaching or training soccer players of any age.
</li>
<li>
Reliable transportation for traveling to training locations.
</li>
<li>
Complete and clear a criminal background check.
</li>
<li>
Strong communication skills to effectively engage with players and clients.
</li>
<li>
An energetic and engaging personality, especially when working with children and teens.
</li>
<li>
Confidence in working independently while delivering high-quality training.
</li>
<li>
Ability to provide your own soccer training equipment for lessons.
</li>
</ul>
 Why Join Dribbler?
Joining Dribbler means becoming part of a growing network of dedicated soccer professionals who are shaping the future of the sport. Apply now to start making a positive impact, develop players’ skills, and grow your career in a flexible and rewarding environment!
 Ready to Apply?
Take the first step toward becoming a trainer with Dribbler Soccer by submitting your application today. Let’s work together to inspire the next generation of soccer players!

Private Soccer Coach

<h3>Job Description</h3>
Job Description
Experienced Software Engineer
Our client is on crypto’s cutting edge technology, and we’re looking for the right engineers to join them. This is a remote position for any US candidate. No blockchain experience is needed.
Our client's Blockchain Distribution Network (BDN) allows DeFi (Decentralized Finance) traders to make better trades by being better connected. The key difference is that in the decentralized world of DeFi, you need to be connected to everyone. Coinbase is one of their investors.

Responsibilities
As a member of an agile engineering team, you will help design, implement, test and deploy new features in very short cycles to an always-on critical-path infrastructure.
Requirements
<ul>
<li>4+ years of backend SW development</li>
<li>Experience using Go (Golang)</li>
<li>Creative, independent, and hardworking</li>
</ul>
Bonus Qualifications
<ul>
<li>Experience building arb-bots, liquidations-bots, wallets, and similar crypto products</li>
<li>Experience running ETH nodes</li>
<li>Experience modifying node codebase</li>
<li>Experience in automated crypto trading and DeFi</li>
</ul>
Great compensation package.If you think you fit the role please apply to join the blockchain journey.

Go Developer Remote US (Blockchain/DeFi)

<h3>Job Description</h3>
Job Description
Join Balr Basketball: Where Passion for Basketball Meets Expert Training
Balr is rapidly making its mark as a leader in private basketball training across the United States. We're expanding our team and looking for professional and experienced private basketball trainers to conduct lessons for players of all ages. As part of our team, you'll travel to local parks, basketball courts, or directly to clients' homes in your area.
Work within your community and neighboring cities! Balr provides the clients, and you have the freedom to set your own schedule. With the flexibility to choose your clients and receive payment within 24 hours post each lesson, Balr offers an unparalleled opportunity in the world of basketball training.
 
About Balr:
Balr is a national private basketball training company, serving clients in major cities across the US. We embarked on our journey with a vision to revolutionize basketball training, and we're thrilled with the progress we've made. Our personalized and innovative approach to training has attracted both budding basketball players and seasoned enthusiasts.
Our coaches do more than just teach - they inspire. With extensive knowledge and a genuine love for basketball, they closely work with players of all ages, designing training plans that are tailored to each individual's style and objectives.
We pride ourselves on quickly connecting individuals with the best personalized, professional, and effective basketball training in their locality. Our team is supported by a dedicated and spirited support staff, ensuring your experience with us is seamless, joyful, and rewarding, all while earning some of the highest wages in the industry.
 Responsibilities:
<ul>
<li>
Conduct private (1-on-1) and small group basketball lessons.
</li>
<li>
Flexible scheduling of basketball lessons.
</li>
<li>
Safe travel to and from clients' locations.
</li>
<li>
Creation of custom lesson plans tailored to each student's ability and learning style.
</li>
<li>
Assessment of students' skills, monitoring progress, and adapting lessons to meet their needs.
</li>
<li>
Deliver a fun, comprehensive, and tracked learning experience.
</li>
<li>
Ensure the safety of students at all times.
</li>
<li>
Maintain communication with parents, clients, or caregivers regarding progress.
</li>
</ul>
 
What to Expect with Balr:
<ul>
<li>
You set your own work schedule.
</li>
<li>
Travel to clients' locations within your preferred area.
</li>
<li>
Decide your travel radius for client locations.
</li>
<li>
Prompt payment within 24 hours post completed lessons.
</li>
<li>
Flexibility in choosing the number of clients you work with.
</li>
<li>
Opportunity to receive multiple client offers regularly.
</li>
<li>
Direct contact with clients and continuous support from the Balr team.
</li>
<li>
Quick response from our hiring team, with potential to start within 24-48 hours post-interview.
</li>
</ul>
 
Payment:
Payments are issued via PayPal within 24 hours post-lesson. Full details provided during the application process.
 
Required Job Specifications:
<ul>
<li>
Minimum of 2 years experience in providing basketball instruction or coaching to students of any age.
</li>
<li>
Reliable transportation is required.
</li>
<li>
Strong communication skills are essential.
</li>
<li>
Energetic and engaging personality, especially when working with children.
</li>
<li>
Confidence in working independently.
</li>
<li>
Provision of your own basketball training equipment is necessary for the best training experience.
</li>
</ul>
 
Join Balr and transform your passion for basketball into a rewarding career by empowering the next generation of players. Apply now and be a part of our exciting and growing team!

Private Basketball Coach

<h3>Job Description</h3>
Job Description

 Solid Rock Recruiting - #1 Specialty Recruiting Firm in the USA
 
Drywall Project Manager (Union Commercial Construction)
Location: Boston, MA Employment Type: Full-Time
Solid Rock Recruiting is partnered with a well-established union commercial drywall contractor in the Boston market that is actively hiring a Drywall Project Manager due to continued workload and internal growth.
This is an immediate opportunity to join a stable, high-performing contractor working across a diverse range of commercial projects.
About the Opportunity
The Project Manager will oversee commercial drywall and metal framing projects from award through closeout. The company has recently separated estimating and project management functions, allowing PMs to focus on running projects proactively rather than juggling estimating responsibilities.
Projects typically range from tenant fit-outs to large-scale commercial and institutional work, with PMs managing multiple concurrent jobs.
Key Responsibilities
<ul>
<li>
Manage awarded drywall projects from estimator turnover through completion
</li>
<li>
Prepare and track submittals, RFIs, and project documentation
</li>
<li>
Establish, monitor, and control project budgets and financials
</li>
<li>
Price and process change orders and scope changes
</li>
<li>
Coordinate schedules, manpower, and productivity with field leadership
</li>
<li>
Conduct jobsite visits and work closely with foremen and superintendents
</li>
<li>
Track project progress, delays, and schedule impacts
</li>
<li>
Maintain strong communication with GCs, vendors, and internal teams
</li>
<li>
Represent the company professionally throughout the project lifecycle
</li>
</ul>
Project Types
<ul>
<li>
Union commercial drywall and metal framing
</li>
<li>
Healthcare facilities, labs, and life sciences
</li>
<li>
Colleges and universities
</li>
<li>
Hotels and hospitality renovations
</li>
<li>
Retail, restaurant, and corporate fit-outs
</li>
<li>
Mid- to high-rise commercial buildings
</li>
</ul>
(No residential wood-frame work)
Qualifications
<ul>
<li>
Experience in commercial drywall and metal framing strongly preferred
</li>
<li>
Union project experience preferred
</li>
<li>
1–2 years as an APM or Project Engineer ready to advance or
</li>
<li>
3–5 years of experience as a Project Manager
</li>
<li>
Working knowledge of estimating concepts for change orders and pricing
</li>
<li>
Experience with Procore required; OST or similar tools preferred
</li>
<li>
Strong organizational, communication, and problem-solving skills
</li>
</ul>
Compensation &amp; Growth
<ul>
<li>
Competitive base salary (market-aligned; flexible for the right candidate)
</li>
<li>
Long-term growth opportunities as the Project Management team expands
</li>
<li>
Potential future pathway into advanced PM or centralized submittals/purchasing roles
</li>
</ul>
Why Consider This Role
<ul>
<li>
Immediate need with strong backlog of work
</li>
<li>
Stable contractor with consistent annual volume
</li>
<li>
PMs are expected to run jobs proactively, not just react
</li>
<li>
Supportive leadership investing in systems, structure, and people
</li>
</ul>
To be considered: Apply directly or contact Parker at Solid Rock Recruiting for a confidential conversation.
<a href="mailto:parker@solidrockrecruiting.com" target="_blank">parker@solidrockrecruiting.com</a>
605.221.8443
 We are an equal opportunity employer and welcome applicants from all backgrounds. We are committed to creating an inclusive environment for all employees and do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Project Manager - Drywall

<h3>Job Description</h3>
Job Description
Are you a driven recruiter looking to build your own book of business with full support from industry experts? HealthPlus Staffing is growing, and we’re looking for an experienced Full-Desk Recruiter to join our team!
This is a fully remote, 100% commission-based role, offering one of the most competitive commission structures in the industry. Our recruiters average $120,000+ annually, with unlimited earning potential.

 What You'll Do:
<ul>
<li>
Source, recruit, and place Physicians, Advanced Practice Providers, and/or Dentists in permanent positions nationwide
</li>
<li>
Manage the full desk: client development + candidate recruitment
</li>
<li>
Build and maintain relationships with C-level healthcare decision-makers
</li>
<li>
Negotiate contracts and close deals
</li>
<li>
Use CRM and recruiting tools to manage workflow efficiently
</li>
</ul>
 What We're Looking For:
<ul>
<li>
1+ years of experience in a third-party recruiting agency
</li>
<li>
Proven background in healthcare recruiting (physicians, APPs, or dentistry preferred)
</li>
<li>
Full-time availability: Mon-Fri, 9AM–5PM EST
</li>
<li>
Strong skills in business development, cold calling, and contract negotiation
</li>
<li>
Comfortable working with ATS/CRM platforms and modern recruiting tools
</li>
<li>
Self-starter who thrives in a commission-only environment with support
</li>
</ul>
 Why Join Us?
<ul>
<li>
Full autonomy + training and mentorship from senior industry leaders
</li>
<li>
Highly competitive commission plan – average $120K/year, top earners significantly more
</li>
<li>
Tight-knit, supportive remote team
</li>
<li>
Fast-growing firm with national reach and a strong reputation in healthcare staffing
</li>
</ul>
If you're ready to take control of your career and income, we want to talk to you.
Apply now or email <a href="mailto:careers@healthplusstaffing.com" target="_blank">careers@healthplusstaffing.com</a> to learn more.

Full Desk Recruiter - 100% Remote | Commission only

<h3>Job Description</h3>
Job Description

Search Group Solutions is supporting a key client in the recruitment of a Family Office Manager within their Personal CFO Services group. This role serves as the central point of coordination for client households and advisory partners, overseeing a broad mix of family office accounting, reporting, and financial administration for complex individual and entity structures.
Core ResponsibilitiesClient Accounting Services
<ul>
<li>
Lead onboarding for new client engagements, including establishing reporting workflows, charts of accounts, vendor files, and household data structures.
</li>
<li>
Deliver ongoing accounting support: journal entries, investment activity reporting, payroll oversight, and reconciliation of financial information across multiple entities.
</li>
<li>
Research and resolve discrepancies or irregularities in client statements and financial data.
</li>
<li>
Produce periodic financial reports and analysis for high-net-worth individuals, families, trusts, and related entities.
</li>
<li>
Coordinate and monitor cash movements, liquidity needs, and account activity.
</li>
<li>
Partner with internal teams to review reconciliations and finalize reporting packages.
</li>
<li>
Manage annual 1099 reporting requirements.
</li>
<li>
Track charitable giving, gifting activity, cost basis items, and other key financial details.
</li>
</ul>
Client Bill Payment Services
<ul>
<li>
Review and approve bill payment workflows and processing.
</li>
<li>
Reconcile bill pay accounts, investigate differences, and ensure accurate records.
</li>
<li>
Prepare recurring and ad hoc bill payment reporting for clients.
</li>
</ul>
Client Relationship Management
<ul>
<li>
Function as the primary day-to-day contact for clients, handling communication, project coordination, emerging issues, and ongoing service needs across several concurrent relationships.
</li>
<li>
Prepare meeting materials and facilitate client meetings when required.
</li>
<li>
Liaise with external advisors including wealth managers, CPAs, attorneys, and estate planners.
</li>
<li>
Provide data and analysis that supports tax planning, estate strategies, charitable initiatives, and related advisory work.
</li>
<li>
Execute special projects aligned with client needs and long-term objectives.
</li>
</ul>
Team Leadership
<ul>
<li>
Provide daily oversight and support to the client service team.
</li>
<li>
Train new team members on internal protocols, quality standards, and best practices.
</li>
<li>
Maintain accountability for the team’s deliverables, accuracy, and service quality.
</li>
</ul>
Qualifications
<ul>
<li>
Exceptional accuracy, attention to detail, and commitment to high-quality service.
</li>
<li>
Strong professional presence and client-service orientation.
</li>
<li>
Ability to operate within strict process, control, and confidentiality frameworks.
</li>
<li>
Bachelor’s degree in Accounting or a related field.
</li>
<li>
CPA strongly preferred, with experience in public accounting.
</li>
<li>
5–8 years working with individual financial statements, investment activity, and multi-entity structures.
</li>
<li>
Working knowledge of foundations, trusts, estate planning concepts, and related tax considerations.
</li>
<li>
Broad technical knowledge across general ledger, AP, payroll, income tax concepts, investment reporting, and banking operations.
</li>
<li>
Proven success working in a fast-moving environment requiring accuracy and big-picture awareness.
</li>
<li>
Strong prioritization, organization, project management, and communication skills.
</li>
<li>
Ability to balance multiple client demands and internal deadlines.
</li>
</ul>

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